Relief Rally in Asia Amid Renewed Hopes for Iran Peace Deal | Insight with Haslinda Amin 04/14/2026

Watch on YouTube ↗  |  April 14, 2026 at 07:55  |  47:38  |  Bloomberg Markets
Speakers
Joseph Pinto — CEO, M&G Asset Management
Georges Elhedery — CEO, HSBC
Christopher Sheldon — Chopping Block co-host
Zafrul Aziz — Minister of Finance, Malaysia

Summary

The video covers the impact of the Iran war on global markets, with a relief rally in Asia amid hopes for a peace deal. Interviews with asset management CEOs explore investor calm amid volatility, opportunities in Asian credit markets, and Malaysia's investment appeal. Key themes include energy security, supply chain diversification, and the growth of intra-regional trade in Asia.

  • Relief rally in Asian stocks due to renewed hopes for Iran peace deal.
  • Discussion on investor sentiment and lack of panic despite geopolitical tensions.
  • Insights on AI trends and their disruptive impact on industries.
  • Analysis of private credit markets, with emphasis on selectivity and diversification.
  • Opportunities in Asian credit markets due to supply-demand imbalances.
  • Growth of intra-regional trade in Asia benefiting countries like India and Vietnam.
  • Malaysia's position as an attractive investment destination amid energy security concerns.
  • Impact of high oil prices on inflation and fiscal policies, such as fuel subsidies.
Trade Ideas
Joseph Pinto CEO, M&G Asset Management 7:06
Diversify into Europe and Asia.
Clients are increasingly investing more in Europe and Asia, including emerging markets, driven by diversification needs and past tariff situations, and this trend is expected to continue.
VGK AAXJ EEM HIGH
Georges Elhedery CEO, HSBC 20:06
Intra-Asian trade benefits listed countries.
Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indonesia, Thailand, and Malaysia through increased investment, employment, and growth.
VNM EIDO INDA THD EWM HIGH
Chris Sheldon Partner, KKR 24:33
Asian credit markets are attractive.
The credit market in Asia offers attractive opportunities due to supply-demand imbalances, with high demand for flexible capital from growing businesses and less developed banking sectors, leading to potential mispricings, especially in Southeast Asia and Australia.
EMB HIGH
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This Bloomberg Markets video, published April 14, 2026, features Joseph Pinto, Georges Elhedery, Chris Sheldon discussing VGK, AAXJ, EEM, VNM, EIDO, INDA, THD, EWM, EMB. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Joseph Pinto, Georges Elhedery, Chris Sheldon  · Tickers: VGK, AAXJ, EEM, VNM, EIDO, INDA, THD, EWM, EMB